Recently, Dongwu Cement issued a notice confirming that the two share transfer agreements between Goldview, the controlling shareholder, and Hong Kong and Fenyuan Capital have been formally invalidated through friendly negotiation, and the related equity transactions will no longer be promoted, and the rights and obligations of all parties under the agreements will also be terminated simultaneously. So far, the market has been brewing for a long time is expected to officially end the change of ownership, the company's controlling rights remain stable (related links: state-owned assets to control Dongwu Cement ). After the
equity dust settled, Dongwu Cement released the development signal synchronously. Jiang Xueming, the actual controller, publicly expressed full confidence in the company's future development. The company clearly regards transformation and development as its core strategy, grasps the wave of scientific and technological revolution and industrial upgrading, focuses on the two frontier tracks of artificial intelligence and new energy, actively taps the business opportunities of the track, and strives to move towards a new development pattern of high quality, high growth and high value. The strategic shift
of Dongwu Cement is the epitome of the development of the whole cement industry. Nowadays, the cement industry has stepped into a new stage of peak demand, overcapacity, tightening dual-carbon constraints and continuous pressure on the profits of traditional main industries. The old road of relying on capacity expansion and single cement operation has become unsustainable. Cross-border breakthrough and diversified layout are no longer the attempts of individual enterprises, but the irreversible development trend of the whole cement industry.
With the intensification of industry stock competition, major domestic cement enterprises have already jumped out of the single framework of traditional building materials, bid farewell to path dependence, and comprehensively opened the road of diversification and upgrading. It is no longer confined to the extension of the traditional industrial chain of cement, aggregate and commercial mixing, but has made cross-border efforts to new energy, artificial intelligence, green low-carbon new materials, energy conservation and environmental protection.
Conch Cement builds a pattern of "one base and five industries". While consolidating the foundation of the main industry, it vigorously develops new energy, new materials and environmental protection industries, builds industry-leading photovoltaic power stations and energy storage projects, and develops new materials such as photovoltaic glass and SCR denitrification catalysts.
China Resources Building Materials Technology promotes the layout of all kinds of building materials, develops high value-added products such as prefabricated buildings, artificial stones and functional coatings, and lays out solid waste resource utilization and distributed photovoltaic to build a green low-carbon industrial chain.
Shangfeng Building Materials has established the core strategy of "Building Material Cornerstone Business, Equity Investment Business and New Material Business", focusing on the semiconductor industry chain and science and technology enterprises in the fields of new materials and new energy since 2020, with a total investment of about 2.16 billion yuan. Steadily create a diversified and synergistic industrial ecology.
From the perspective of the overall development of the industry, diversified transformation has become the key path for cement enterprises to cross the cycle and cultivate a new growth curve, and is leading the whole industry from traditional manufacturing to high-quality development.
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